Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding I-Shares Core S&P U.S. Value ETF in their Schedule of Assets, totaling $307K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SAVIO HOUSE SAVIO HOUSE RETIREMENT PLAN | DENVER CO | 85 | $6.6M | $307K |
